Purpose of Wealth

Mutual Trust and the University of Adelaide Business School have recently released ground breaking research Why a Modern Family Office Matters. It’s the first of its kind in Australia to reveal the contributions our wealthiest families make to the nation. 

You probably know that lasting impact depends on families going the distance, protecting and growing their wealth over generations. 

But that's not a guarantee, and more often than not family wealth transfers go wrong. This is where the value of a Family Office comes in. 

In this first episode of Purpose of Wealth, you’ll learn some surprising facts about the impact of family wealth in Australia, and bust open some secrets on how successful families do it, as host Narelle Hooper speaks with Associate Professor, Dr. Christopher Graves, director of the Family Business Education and Research Group at the University of Adelaide Business School and Jeff Steiner, Mutual Trust’s head of Family Office. 

Want to know more about the ground breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at [email protected] 

 

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps
Executive producer is Lauren McWhirter

See omnystudio.com/listener for privacy information.

Episode 1 dropping Monday November 13 2023. 

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from Mutual Trust, Australia’s leading modern Multi-Family Office.

Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, New Men, New Economy, the podcast features high net worth leaders and top global experts. 

Join Narelle and her guests such as James (Jay) E. Hughes Jr, Dennis T. Jaffe, and Lady Marigold Southey as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now. 

Find out what you need to fully prepare and protect your intergenerational wealth. 

Subscribe now and turn your notifications on so you don’t miss a beat.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au - or email us at [email protected] 

See omnystudio.com/listener for privacy information.

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from Mutual Trust, Australia’s leading modern Multi-Family Office.

Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, New Men, New Economy and featuring high net worth leaders and top global experts. 

Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now. 

Five fascinating new episodes coming your way very soon - subscribe and flick on your notifications, and we’ll make sure you’ve got all the information you need to be fully prepared to protect and grow your intergenerational wealth. 

See omnystudio.com/listener for privacy information.